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The Capital Advisory Group Advisory Services is an asset manager that helps guide wealth accumulation and management. Our team helps executives, retirees, and business owners with financial planning, asset management, tax guidance, risk mitigation, and estate planning. We help clients create wealth by analyzing income; cash flow and taxes with the goal of each becoming great savers. We scrutinize what can possibly derail the plan. Finally, we help clients grow into investors with realistic expectations, strategies to reduce the impact of market downturns, and plans to meet their future income and asset objectives.

19 WAYS WE ARE DIFFERENT

You need an advisor that’s available on your terms. We live in a society that’s ever-changing and rapid-paced. Decisions are made quickly. Can you really wait until next week to meet with your financial advisor? The Capital Advisory Group Advisory Services understands that some financial decisions can’t wait a week. You need answers fast.

WHY US

Our Firm quietly manages $361 million for institutions and families. We are dedicated to helping successful professionals, retirees & business owners achieve, grow, sustain and protect wealth. We pride ourselves on being client-centered and Minnesota-based.

HOW WE INVEST

We utilize cutting-edge technology to help you stay in control of your collective financial picture and promote salient methods for reaching your goals. We understand that offering a competitive and truly beneficial retirement plan for employees is vital to a company’s ability to retain valuable talent.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
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Copyright 2019 FMG Suite.

Advisory services through Capital Advisory Group Advisory Services LLC and securities through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. The Capital Advisory Group Advisory Services, LLC (CAGAS), Capital Advisory Group, LLC (CAG), and 401k Capital Advisory, LLC are not affiliated with United Planners Financial Services. All examples are hypothetical, are for illustrative purposes only and are not intended to provide tax, legal, or investment advice. Individual needs vary and require consideration of your objectives and financial situation. Not FDIC insured. Not Bank Guaranteed. May Lose Value.

This page contains links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither The Capital Advisory Group Advisory Services nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites. The above list of professionals should not be construed as a blanket recommendation, endorsement or sponsorship by United Planners Financial Services. You must decide whether to hire these persons or firms and the appropriateness of their services. These firms are not affiliated with or employees of United Planners. United Planners does not supervise these firms and takes no responsibility to monitor the services they provide to you.